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作者 carta6ab81016389c無授權條款14 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫今天更新
Renders the Carta CRM Home: a landing view with pipeline by stage, recent contacts, deals, object counts, latest notes, this week's meetings, and a directory of the prompts the plugin supports. Use this skill when the user says things like "carta crm home", "show my crm home", "my crm dashboard", "what's in my pipeline today", "crm landing page", or "/home". It is also the skill that decides whether the Home belongs in the conversation or on a published page, so start here even when the user may want a page. Read-only. Do NOT use it to look up a specific record — name the record instead and Claude picks the right search skill. For a fund firm's Carta Home use carta-investors' carta-home-build; for a company's cap table use carta-cap-table's carta-captable-home-build.
僅公開檔案列表。將技能安裝到工作區後即可檢視檔案內容。
| 路徑 | 大小 | 類型 |
|---|---|---|
| SKILL.md | 9.7 KB | text/markdown |
來源與署名
來源：carta/plugins位於plugins/carta-crm/skills/home提交6ab8101
授權條款： 無授權條款
內容歸原作者所有。SourceWeft 從公開儲存庫中收錄這些內容。
更多來自 carta/plugins 的技能
Carta Fund Admin Requests
carta
Send work to your Carta Fund Admin team and track it. Opens a request the team reads, acts on, and replies to — the off-ramp for anything no other Carta skill or command can do. TRIGGER: "ask Carta to", "have Carta do", "send this to my fund admin", "ask my fund admin team", "can Carta do this for me", "check on my request", "did Carta reply", "what requests do I have open", "reply to Carta", "follow up on my request", plus ANY action request (create/change/send/restate/reconcile/split/fix) that no other skill or Carta command covers. NOT FOR: reporting a bug or feature request about this plugin (call fa:create:feedback directly); questions answerable from Carta data (use carta-explore-data); capital call reminders to LPs (that is a Carta command, not a Fund Admin request).
Carta Explore Data
carta
透過查詢 Carta 資料倉儲並格式化結果，回答 Carta Web / Fund Admin 投資人資料問題。
Carta Download Tearsheet
carta
透過 Carta MCP 伺服器下載投資組合公司與基金的 Carta 撕頁（tear sheet）。
Update Note
carta
Searches for notes in the Carta CRM and helps the user update deal comments. Use this skill when the user says things like "update a note", "edit note", "update note content", "change a note", or "/update-note". Note: standalone note editing is not available via MCP — notes/comments are attached to deals and updated via the update-deal skill.
Update Investor
carta
依 ID 或名稱部分更新 Carta CRM 中既有的投資人紀錄。
Update Fundraising
carta
Updates an existing fundraising record in the Carta CRM. Use this skill when the user says things like "update a fundraising", "edit fundraising", "update fundraising details", "change fundraising stage", "update fundraising fields", or "/update-fundraising". Accepts a fundraising ID or name (will search if no ID provided). Only the fields explicitly provided are changed — all other fields are left untouched.
更多Productivity & Workflow技能
Smb Onboard
anthropics
引導小型企業主完成首次設定：連接工具、執行一次展現價值的配方、記錄業務背景並設定每週檢查節奏。
Smb Router
anthropics
將小型企業主的需求轉接到合適的外掛技能或指令，並說明可用功能。
Plan Payroll
anthropics
串接現金流預測、逾期發票催款與薪資發放準備，讓業主在提交前確認薪資是否付得出來。
Monday Brief
anthropics
根據業務脈動、已儲存的 KPI 報告和未來一週安排產生一頁式週一簡報，並儲存及可選發布。
Close Month
anthropics
執行月末結帳鏈：核對總帳、更新現金流預測，然後發布結帳資料包。
Call List
anthropics
透過為潛在客戶排序、補充談話重點、建議行事曆時段並起草後續郵件，產生每日電話清單。